A complete list of active advisors currently associated with Sea Suite Financial LLC
Warmer can help you find a great advisor at Sea Suite Financial LLC or one who fits your needs even better.
Sea Suite Financial is a recently formed, state‑registered investment adviser that offers discretionary and non‑discretionary investment management, wealth management and financial planning to a range of client types, including pooled or institutional clients as well as individuals, trusts, businesses and nonprofit organizations. The firm reported $0 in assets under management as of December 31, 2025 and provides services under written advisory agreements with client assets held at a qualified custodian. The firm’s investment approach combines fundamental and technical analysis with a generally short‑term orientation, constructing portfolios primarily from low‑cost, diversified mutual funds and ETFs while also using individual stocks, bonds and CDs when appropriate. Sea Suite Financial may implement portions of client portfolios through unaffiliated independent managers, and it conducts initial due diligence plus ongoing oversight of those managers while retaining responsibility for policy recommendations. What distinguishes Sea Suite Financial from many peers is its routine use and formal selection of unaffiliated independent managers and its practice of allocating a portion of the advisory fee to those managers while not receiving compensation from them. Additional operational characteristics that stand out for a firm of this size include its principal’s concurrent outside business activity (approximately half of monthly time spent on bookkeeping and office management for another company) and an institutional relationship with its recommended custodian that provides technology and other economic benefits.
To learn more about the advisors currently working at Sea Suite Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Redford, MI
| 2
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")